Hybrid Client Experience Lead: Onboarding & KYC

Citi

New York (NY)

Hybrid

USD 98,960 - 148,440

Full time

14 days+

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Job summary

Citi in San Francisco, CA is seeking a Client Experience Associate AVP to advance onboarding and client service under the SAFE Act. The role partners with sales, KYC, account opening and product teams to deliver a differentiated client experience.

You will apply expert knowledge in wealth management and financial services, manage multiple priorities, and uphold compliance and risk controls.

Qualifications

5–8 years of relevant experience in wealth management or financial services.
Strong analytical and communication skills.
Experience managing internal and external relationships.
FINRA SIE, Series 7, and Series 66 (or Series 63 & 65) required or to be obtained within 150 days.

Responsibilities

Applies specialized onboarding knowledge to monitor, assess, analyze, and evaluate processes and data.
Partners with sales teams and liaises with KYC, Account Opening and product partners to fulfill client requests with strong service.
Ensures documentation is current, accurate, and complete, fulfilling requests promptly.
Supports clients navigating KYC/onboarding and account opening while evaluating moderately complex issues with impact.
Demonstrates subject matter expertise and advises to influence decisions and train peers.
Assesses risk and ensures compliance with laws, rules, and policy; escalates and reports control issues.